To set up an employee hire date-based evaluation, go to the Evaluation templates tab and click on the Add a new evaluation button in the top right corner. Here you can select the 30-60-90 days evaluation option for new hires OR the Anniversary day evaluation option, depending on when you would like to have these evaluations sent out.
30-60-90 days evaluations are designed to send out evaluations to new users based on their hire dates. Anniversary day evaluations are designed to send out evaluations every year according to their anniversaries. These templates can be set for specific teams or all users, and will be triggered when a new user is hired, and a set duration has passed since the person was hired, as specified on the template.
On the evaluation template, set dates for 1st, 2nd, 3rd and 4th evaluation that you wish to send out from the hire date, set your result areas, evaluees and evaluators as you need, and hit the Save button. Once this template is saved, the evaluation will automatically be sent out once the set duration has passed from the hiring date of the employee, making it simple to evaluate new and current employees on competencies that are generally posed during their probation period.
